I have extensive experience in helping pre-retirees and retirees navigate the complex world of Superannuation, Investing and Centrelink Age Pension.
My credentials include: degree qualified, Certified Financial Planner (CFP® designation), and a partner within an FPA Professional Practice.
I have also competed the FASEA education requirements and professional exam.
Based in Shepparton, I'm proud to be focussed on assisting country Victorians to realise their own financial freedom.
Enabling clients to make smart decisions when it comes to money drives his passion for quality advice.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
- Adviser status Gold
- First year providing advice 2011
- Years of experience 14
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Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Chalmers Private Wealth Pty Ltd
60 Railway ParadeShepparton, VIC 3630
Licensed by
CPW Advisory Pty Ltd
AFSL 527159